Presentation

Asset Allocations for 2021

16.03.2021
Webinar

Please join our lunch webinar on March 16 with Global Strategist Peter Perkins from MRB Partners as he will be discussing the Asset Allocations for 2021.

Key issues will be:

  • Global economy: is a healthy, synchronized recovery secure? 
  • Asset allocation: will economic and capital market realities catch up to the bullish narrative? 
  • Fixed Income: will central bank credibility wane in an economic recovery scenario? 
  • Credit: is there are any juice left to squeeze out of corporate debt or other credit? 
  • Equities: can the corporate sector fulfill 2021 earnings expectations? 
  • Global equity rotation: are conditions in place to warrant a broad-based rotation away from the U.S.? Which other markets are most attractive? 
  • U.S. dollar: will a counter-trend bounce develop? 
  • Key risks: what are the upside and downside risks for capital markets this year?

Registered participants will receive the link to our zoom webinar 2-3 days prior to the event via email.